Crestpoint Financial Group
Our vision is to enrich lives by helping empower our clients to make informed financial choices that can guide them toward a future marked by financial clarity and authentic personal accomplishment.

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Team photo for Crestpoint Financial Group

Advisors

Caitlin Kerswell

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Caitlin Kerswell's website


Team

Mary J. Smith

Mary J. Smith

Client Service Coordinator

Joanne McCarthy

Joanne McCarthy

Paraplanner

David Houbre

David Houbre

Client Concierge